UHNW Wealth Management MD - Succession & Growth Leader

Leah Yosef International; New York (NY); On-site; USD 800,000 - 1,200,000; Full time

Job summary

Independent Multi-Billion AUM Multi-Family Office is seeking a Managing Director to drive succession planning and grow our ultra-high-net-worth client base in the New York area. The role focuses on serving UHNW individuals and their family offices, offering bespoke investment solutions and comprehensive wealth planning services.

Ideal candidates bring 15+ years in wealth management leading UHNW relationships, with a track record of growth, collaboration, and professional leadership.

Qualifications

• 15+ years wealth management experience with ultra high net worth clientele.

Responsibilities

• Lead and manage relationships with ultra-high-net-worth individuals and families.
• Inherit UHNW relationships as part of long-term succession planning.
• Provide bespoke investment solutions and estate planning guidance.
• Collaborate with family offices, foundations and internal teams to drive growth.

Skills

UHNW relationships

Leadership

Wealth management

Job description

Independent Multi-Billion AUM Multi-Family Office is seeking a Managing Director to drive succession planning and grow our ultra-high-net-worth client base in the New York area. The role focuses on serving UHNW individuals and their family offices, offering bespoke investment solutions and comprehensive wealth planning services.

Ideal candidates bring 15+ years in wealth management leading UHNW relationships, with a track record of growth, collaboration, and professional leadership.